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Next Financial Group’s Twilio TWLO Stock Holding History

Next Financial Group’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.35M Buy
5,132
+1,483
+41% +$444K 0.09% 252
2021
Q3 		$1.16M Sell
3,649
-2,927
-45% -$1.07M 0.09% 244
2021
Q2 		$2.59M Buy
6,576
+180
+3% +$62.5K 0.21% 112
2021
Q1 		$2.18M Sell
6,396
-1,003
-14% -$376K 0.19% 121
2020
Q4 		$2.5M Buy
7,399
+1,935
+35% +$605K 0.24% 101
2020
Q3 		$1.35M Sell
5,464
-139
-2% -$34.3K 0.15% 150
2020
Q2 		$1.23M Sell
5,603
-234
-4% -$37.6K 0.14% 167
2020
Q1 		$522K Sell
5,837
-1,708
-23% -$188K 0.07% 260
2019
Q4 		$742K Buy
7,545
+638
+9% +$65.2K 0.08% 277
2019
Q3 		$759K Buy
6,907
+984
+17% +$128K 0.08% 274
2019
Q2 		$808K Buy
5,923
+4,563
+336% +$608K 0.09% 260
2019
Q1 		$176K Buy
1,360
+1,353
+19,329% +$152K 0.04% 392
2018
Q4 		$1K Buy
+7
New +$569 ﹤0.01% 1890
2017
Q1 		– Sell
-100
Closed -$3K – 2273
2016
Q4 		$3K Buy
100
+12
+14% +$450 ﹤0.01% 2107
2016
Q3 		$6K Buy
+88
New +$4.39K ﹤0.01% 1877

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Next Financial Group's TWLO Position: Q4 2021 in Review

Next Financial Group increased its Twilio (TWLO) stake by 41% in Q4 2021, buying an estimated $444K and bringing the position to 5,132 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #252.

Next Financial Group first reported a position in TWLO in Q3 2016 and has held it in 15 quarters since. The position peaked at $2.59M in Q2 2021. 949 funds tracked by Wall St. Rank hold TWLO as of Q4 2021.

  • Next Financial Group held 5,132 shares of Twilio worth $1.35M as of Q4 2021.
  • Next Financial Group bought 1,483 Twilio shares in Q4 2021, an estimated $444K.
  • Twilio made up 0.09% of Next Financial Group's portfolio in Q4 2021, its #252 holding.
  • Next Financial Group first reported a position in Twilio in Q3 2016 and has held it in 15 quarters since.
  • Next Financial Group's Twilio position peaked at $2.59M in Q2 2021.
  • 949 funds tracked by Wall St. Rank held Twilio as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.